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Daniel Lee

CFP®, CFA

Senior Wealth Manager

Daniel Lee

CFP®, CFA

Senior Wealth Manager

Biography

Daniel joined Plancorp in 2019 to lead our San Jose office. Prior to Plancorp, he spent more than a decade at a Bay Area RIA, where he provided financial planning and investment management to high net worth individuals.

Daniel earned a BS in Economics from The University of Michigan and also completed the UC Berkeley Extension Personal Financial Planning program. He now teaches at the UC Berkeley Extension and serves on its Advisory Board. Daniel is a member of the CFA Society of San Francisco and the Financial Planning Association of San Francisco.

In his free time, Daniel stays active by playing basketball, golfing, and traveling to spend time with family and friends. He is a devoted fan of his Michigan Wolverines football and basketball teams.

Community Involvement
  • Korean American Community Foundation - Associate Board Member (2017 - present)
  • UC Berkeley Extension - Advisory Board Member (2016 - present)
  • Financial Planning Association of San Francisco - Board of Directors (2016 - present)
  • Michigan Alumni Club of Greater San Francisco - President (2009 - 2013)
Education
  • University of Michigan, B.S. Economics, Biopsychology/Neuroscience, 2005
  • UC Berkeley Extension, Certificate in Personal Financial Planning, 2009

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